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Overview We are seeking an experienced Credit & Collections Specialist to join our team in Concord, CA. This position is responsible for managing customer credit accounts, overseeing collections activities, and ensuring compliance with lien and credit laws related to the construction supply industry. The ideal candidate will have strong communication skills, attention to detail, and a proactive approach to resolving payment issues while maintaining positive customer relationships. • Key ResponsibilitiesReview and establish customer credit limits and terms based on credit applications and financial data., • Manage and monitor accounts receivable aging; follow up on past-due accounts., • Prepare and send preliminary lien notices, releases, and related documents in compliance with California pre-lien laws., • Communicate with customers, project managers, and sales staff to resolve billing or payment discrepancies., • Record and apply customer payments accurately in the accounting system., • Maintain organized documentation of credit files, payment history, and collection activity., • Assist in month-end AR reporting and support the accounting department as needed., • Coordinate with management on delinquent accounts, payment plans, and potential write-offs., • Qualifications3+ years of experience in credit and collections, preferably within construction, distribution, or building materials industries., • Working knowledge of California pre-lien and lien release processes., • Strong proficiency in Microsoft Excel and accounting/ERP software (experience with Agility or PMSI a plus)., • Excellent communication and negotiation skills., • Highly organized, detail-oriented, and able to manage multiple priorities. Credit & Collections Specialist (Temp-to-Hire) Location: Concord, CA (100% On-Site) Industry: Construction Materials Wholesaler / Supplier Type: Temp-to-Hire Salary: $70,000-$90,000/year

We're seeking a Business Operations Finance Manager to join our growing finance team. Reporting to the Director of Finance, this role supports day-to-day accounting operations while driving improvements in financial data accuracy, reporting, and process efficiency. Business Operations Finance Manage

The Controller, Financial Operations (Canada) is a key role in the finance team, responsible for overseeing the company's financial and operational compliance with Canadian brokerage regulations. Bachelor's degree in Accounting or Finance; CPA designation is preferred.

Ameriprise Financial is looking to add a Staff Auditor- Data Analytics to the team! The individual in this role will apply data analytics and business intelligence solutions to meet Internal Audit objectives. Help evolve the analytics program for Internal Audit throughout the implementation and exec

You have significant Finance transformation experience working across a number of Finance function areas. Demonstrated intellectual curiosity to understand emerging technologies and how they can create a better experience for Finance employees and create a better output for Finance stakeholders. Sol

As a Senior Financial Analyst, you will play a vital role in ensuring the financial success and strategic growth of our organization. Financial Analysis and Performance Tracking. Conduct comprehensive financial analysis of engagement performance and revenue streams to identify trends, risks, and opp

Essential functions include acting as a team lead to arrange resources for various projects within and outside of the department on an ongoing basis, conducting comprehensive financial analysis of engagement performance and revenue streams to identify trends, risks, and opportunities, analyzing key

In-depth knowledge of Financial Planning Concepts. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning, and advice, both virtually and on-site, nationwide for our 401k, 403b, Equity Compensation, and assorted benefits plan partners

As a Financial Analyst, you will own and be responsible for category P&L management, maintaining category financial models and revenue forecasts, building models for new products and pricing decisions, supporting ad-hoc strategic finance decisions, systems management, and customer lifetime value cal

Principal Financial & Operations Analyst. Get notified about new Financial Operations Analyst jobs in. Principal Financial & Operations Analyst.

This position helps manage the Company's financial planning and reporting activities, which includes: monthly reporting of key enterprise information, the annual operating budget, rolling forecasting process, long range financial planning, and decision support analysis. Finance - Financial Planning

Overview We are seeking an experienced Credit & Collections Specialist to join our team in Concord, CA. This position is responsible for managing customer credit accounts, overseeing collections activities, and ensuring compliance with lien and credit laws related to the construction supply industry. The ideal candidate will have strong communication skills, attention to detail, and a proactive approach to resolving payment issues while maintaining positive customer relationships. • Key ResponsibilitiesReview and establish customer credit limits and terms based on credit applications and financial data., • Manage and monitor accounts receivable aging; follow up on past-due accounts., • Prepare and send preliminary lien notices, releases, and related documents in compliance with California pre-lien laws., • Communicate with customers, project managers, and sales staff to resolve billing or payment discrepancies., • Record and apply customer payments accurately in the accounting system., • Maintain organized documentation of credit files, payment history, and collection activity., • Assist in month-end AR reporting and support the accounting department as needed., • Coordinate with management on delinquent accounts, payment plans, and potential write-offs., • Qualifications3+ years of experience in credit and collections, preferably within construction, distribution, or building materials industries., • Working knowledge of California pre-lien and lien release processes., • Strong proficiency in Microsoft Excel and accounting/ERP software (experience with Agility or PMSI a plus)., • Excellent communication and negotiation skills. Location: Concord, CA (100% On-Site) Industry: Construction Materials Wholesaler / Supplier Type: Temp-to-Hire Salary: $70,000-$90,000/year

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Required to travel to other branches as assigned by the region. Weekly Working Hours: Varies ESSENTIAL FUNCTIONS: Customer Service • Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference), • Adhere to QIS standards., • Promote sales of bank’s services. Meet goal of $110/FTE per month on average., • Cross sell appropriate products and services to clients and prospects., • Meet established standards for accuracy and compliance, while adhering to policies and procedures., • Un-located cash differences, operating losses, and BSA errors (see attached Teller Standards) to be within established limits., • Adhere to Control Consciousness policies and procedures., • Follow branch security procedures in opening, closing, and branch operations., • Under the direction of the CSM, provides support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault., • Exercise good judgment and common sense in protecting Bank assets while providing excellent customer service., • Responds well to constructive feedback and works to correct any noted concerns, • Complete regulatory tutorials to ensure understanding of compliance standards and expectations., • Answer regulatory questions correctly during Audit/Branch Review. PROMOTIONAL GUIDELINES: Tellers are eligible for promotion based upon the following minimum criteria: • Must be in current position for six months., • Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria., • Must not have been on counseling for same six-month period., • Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category., • CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) • Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation., • Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- FINANCIAL IMPACT: Inaccurate transactions will impact branch’s cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. Required to travel to other branches as assigned by the region. MENTAL DEMANDS: • Accurately count and dispense funds to customer., • Recognize opportunities to cross-sell products., • Respond positively to challenging customers., • Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at:

Job Description Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Are you ready to empower firefighters and their families to achieve their financial dreams? If so, this is an exciting opportunity to work with a reputable organization dedicated to serving those who serve our communities. Currently, we have an immediate opening in our Walnut Creek, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and interfacing with members to provide a full-service experience. Typical responsibilities: • Recommend financial products and services to meet members’ short and long-term financial needs., • Assist members with completing consumer loan applications., • Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts., • Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash., • Contribute to a positive and collaborative work environment, supporting your colleagues and fostering a culture of teamwork and continuous improvement., • Uphold the credit union’s values and brand reputation by demonstrating professionalism, integrity, and dedication in all member interactions. Basic Qualifications: • Minimum 2 years experience as a personal banker at a credit union or bank setting, • Proven track record of taking initiative, demonstrating a proactive approach to member interactions, and identifying opportunities for improvement., • Experience with consumer loan application and processing., • Experience with account opening and teller transactions., • A team player mentality, collaborating effectively with colleagues and contributing to a positive work environment., • Passion for serving the community, • High School Diploma or GED, • All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements. Benefits: We offer exceptional benefits to our employees, including: • Competitive salary with a pay for performance bonus, • Fully paid Medical, Dental, and Vision benefits package for employees., • Fully paid Life insurance, AD&D, short and long-term disability coverage, • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%, • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program, • Pet Insurance, • 3 weeks of PTO annually including 2 ½ days of float time., • 9 paid holidays plus 2 half days Join our team and make a meaningful impact on the lives of firefighters and their families. We value your skills, expertise, and commitment to serving the community. Apply today to become a part of our mission to strengthen our Fire Family and create a brighter financial future for our members. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at .

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 ESSENTIAL FUNCTIONS: Customer Service • Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference), • Adhere to QIS standards., • Promote sales of bank’s services. Meet goal of $110/FTE per month on average., • Cross sell appropriate products and services to clients and prospects., • Meet established standards for accuracy and compliance, while adhering to policies and procedures., • Un-located cash differences, operating losses, and BSA errors (see attached Teller Standards) to be within established limits., • Adhere to Control Consciousness policies and procedures., • Follow branch security procedures in opening, closing, and branch operations., • Under the direction of the CSM, provides support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault., • Exercise good judgment and common sense in protecting Bank assets while providing excellent customer service., • Responds well to constructive feedback and works to correct any noted concerns, • Complete regulatory tutorials to ensure understanding of compliance standards and expectations., • Answer regulatory questions correctly during Audit/Branch Review. PROMOTIONAL GUIDELINES: Tellers are eligible for promotion based upon the following minimum criteria: • Must be in current position for six months., • Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria., • Must not have been on counseling for same six-month period., • Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category., • CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) • Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation., • Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- FINANCIAL IMPACT: Inaccurate transactions will impact branch’s cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: • Accurately count and dispense funds to customer., • Recognize opportunities to cross-sell products., • Respond positively to challenging customers. Westamerica Bank's Privacy Policy may be found at:

Job Description Searching for Real Estate Agents in Concord, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Concord, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR d0482FCawy

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Sales Professionals Could Thrive Here: • Leverage Your Client-Facing Expertise: Sales experienced individuals excel in building trust, presenting solutions, and guiding decision-making the same skills that drive success in financial services when helping clients navigate important financial choices., • Build Long-Term Client Relationships: In sales, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey., • See the Tangible Impact of Your Work: Just as youve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients personal and financial well-being both now and for years to come., • Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities.Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years., • Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor., • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.Austin Nichols Wealth Management Advisor:, • Time with NM: 8 years., • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning., • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.Michelle Peterson Financial Advisor:, • Time with NM: 2.5 years., • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother., • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.Alex Icaza Financial Advisor:, • Time with NM: 3 years., • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service., • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.Matt Langseth - Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual., • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.Position Responsibilities for a Financial Advisor:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Credit & Collections Specialist (Temp-to-Hire) Location: Concord, CA (100% On-Site) Industry: Construction Materials Wholesaler / Supplier Type: Temp-to-Hire Overview We are seeking an experienced Credit & Collections Specialist to join our team in Concord, CA. This position is responsible for managing customer credit accounts, overseeing collections activities, and ensuring compliance with lien and credit laws related to the construction supply industry. The ideal candidate will have strong communication skills, attention to detail, and a proactive approach to resolving payment issues while maintaining positive customer relationships. Key Responsibilities * Review and establish customer credit limits and terms based on credit applications and financial data. * Manage and monitor accounts receivable aging; follow up on past-due accounts. * Prepare and send preliminary lien notices, releases, and related documents in compliance with California pre-lien laws. * Communicate with customers, project managers, and sales staff to resolve billing or payment discrepancies. * Record and apply customer payments accurately in the accounting system. * Maintain organized documentation of credit files, payment history, and collection activity. * Assist in month-end AR reporting and support the accounting department as needed. * Coordinate with management on delinquent accounts, payment plans, and potential write-offs. Qualifications * 3+ years of experience in credit and collections, preferably within construction, distribution, or building materials industries. * Working knowledge of California pre-lien and lien release processes. * Strong proficiency in Microsoft Excel and accounting/ERP software (experience with Agility or PMSI a plus). * Excellent communication and negotiation skills. * Highly organized, detail-oriented, and able to manage multiple priorities.

Job Description This is a position on our West Coast team for someone in California. We may consider someone for a Senior Underwriter role with the right experience At CapSpecialty, we are a specialty underwriting company being driven by well-informed, entrepreneurial and proactive employees. Come join our exciting company where you can really make an impact, and each individual's unique skills and talents are recognized and valued. You will find an accessible leadership team that welcomes opinions and ideas. We owe much of our success to our collaborative environment and set of three guiding principles rooted in customer-centricity, employee excellence and corporate culture. We offer competitive compensation and benefits packages – including an innovative open vacation plan, generous paid sick and parental leave, fully vested matching 401k, company-paid group term life insurance and short- & long-term disability plans, professional and educational growth opportunities, flexible and casual work environment, and recognition for exceptional performance. Please see our full list of Total Rewards here. CapSpecialty is seeking an Underwriter for our West Coast Surety Team who will generate profitable commercial Surety & Fidelity business by managing the book of business through underwriting assigned territory, building working relationships with agents and co-workers, and participating in account underwriting and manager’s meetings. Duties/Responsibilities: • Independently produce more complex accounts/programs from startups to Fortune 500 account types. Analyze all facets of a financial statement and forecast the future impact the financial results will have on any account within its industry., • Independently compile all underwriting information to assess overall risk, making a sound credit decision w/appropriate pricing, collateral, or other security. Approve and maintain good accounts for profitability by underwriting new submissions, renewals, and credit drawers., • Research and generate new business leads & independently develop business relationships, cultivating them through strong customer service. Articulate CapSpecialty’s risk appetite & business philosophies to assigned agents/brokers., • Demonstrate leadership skills in everyday business environment by training and mentoring underwriting team in underwriting concepts & corporate philosophies. Exhibit understanding of the “big picture” and overall goals of our organization. Review and respond to recommendations of Underwriters, working with them to help them learn more in depth principles of underwriting to advance in their respective careers., • Determine what underwriting guideline changes are needed by investigating and reporting on bond claims and losses., • Participate in the account underwriting meetings to assist in the approval of large risks and the establishment of departmental policies and procedures., • Participate in off-site training seminars to develop leadership skills. None. Core Competencies: • Bond analysis skills, including an understanding of procedures and rates, as well as knowledge of specified territory including agency plant, accounts, and competition and general business climate. Working knowledge of Capitol’s reinsurance treaty (ies) and limitations., • Ability to utilize MS Office software and communicate effectively, both verbally and in writing., • Ability to effectively collaborate in a team environment, while working independently., • Fundamental ability to analyze all facets of a financial statement and tie together all statements including the statement notes., • Fundamental knowledge on how to apply both vertical and horizontal financial trending (i.e. liquidity, profitability, and debt coverage ratios, etc.) to forecast the future impact the financial results will have on any account within its industry., • Ability to analyze and demonstrate thorough understanding of credit as it relates to the risk., • Understanding of contracts and statutes., • Bachelor’s Degree, or equivalent., • 1+ years of direct underwriting experience., • Prolonged periods of sitting at a desk and working on a computer., • May be required to lift up to 15 lbs. at times. Powered by ExactHire:188525

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Leverage Your Healthcare Background for a Rewarding Career: • Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries., • Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives., • Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career., • A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years., • Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor., • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.Austin Nichols Wealth Management Advisor:, • Time with NM: 8 years., • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning., • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.Michelle Peterson Financial Advisor:, • Time with NM: 2.5 years., • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother., • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.Alex Icaza Financial Advisor:, • Time with NM: 3 years., • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service., • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.Matt Langseth - Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual., • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionQualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionAccounting - AI Training Role Our client is a leading force in advancing safer, smarter AI technology. Their work has been featured in Forbes, The New York Times, and other major outlets for pioneering high-quality, human-verified data that powers today’s top AI systems. They have built a global community of expert contributors and have paid more than $500 million to professionals all over the world who help train, test, and improve next-generation AI models. Why join this team? • Earn up to $40/hr, paid weekly., • Payments via PayPal or AirTM., • No contracts, no 9-to-5 - you control your schedule., • Most experts work 5-10 hours/week, with the option to work up to 40 hours from home., • Join a global community of experts contributing to advanced AI tools., • Free access to the Model Playground to interact with leading LLMs.Requirements, • PhD or Master’s degree in Accounting or a related field (current enrollment accepted)., • Deep subject-matter expertise with the ability to create complex, graduate-level problems., • Strong analytical and problem-solving skills with experience crafting rigorous questions and solutions., • High attention to detail to accurately assess AI capabilities and evaluate peer submissions., • Fluency or high proficiency in English.What you’ll do, • Teach AI to interpret and solve complex accounting reasoning problems., • Create challenging prompts designed to reveal areas where the model fails., • Build grading rubrics outlining what a strong, correct answer should include., • Write full-score answers based on your rubric.

Job Description Company Name: Purcell International Job Type: Full Time / Non-Exempt Compensation: $75,000 - $85,000 Annual, DOE Schedule: Monday - Friday, 8 hours during typical business hours Location: Onsite Pleasant Hill, CA We are seeking a highly skilled and motivated Staff Accountant to join our import operations team. The ideal candidate is detail-oriented, analytical, and proactive, with the ability to manage international financial transactions and ensure accurate reporting across multiple currencies and suppliers. This role requires an independent thinker who can see both the details and the big picture — someone who takes ownership, follows through, and brings a “get-the-job-done” attitude every day. Key Responsibilities • Prepare and maintain general ledger entries, account reconciliations, and journal entries related to import activities., • Manage accounts payable and receivable, including processing international vendor invoices, freight, customs, and duties., • Monitor and reconcile foreign currency transactions, ensuring accuracy in exchange rate applications., • Track inventory, landed costs, and margins for imported goods., • Support month-end and year-end closing, including journal entries and financial statements., • Partner with logistics, procurement, and operations teams to align accounting data with shipment and cost information., • Prepares various Balance Sheet reconciliations and research issues., • Assist with budgeting, forecasting, and variance analysis., • Ensure compliance with GAAP, internal controls, and import/export regulations., • Participate in audits and provide supporting documentation., • Identify opportunities to improve accounting systems, processes, and reporting accuracy. Requirements • Bachelor’s degree in Accounting, Finance, or a related field., • 2–5 years of accounting experience, ideally within import/export, wholesale, or manufacturing sectors., • Strong understanding of GAAP and core accounting principles., • Experience with foreign currency accounting, landed cost allocation, and inventory reconciliation preferred., • Proficiency in NetSuite, or equivalent ERP/accounting systems., • Advanced Excel and data analysis skills., • Excellent communication, organization, and time-management abilities., • Demonstrated ability to work independently and meet deadlines in a fast-paced environment. Key Personal Attributes • Independent Thinker: Confident in analyzing data and making sound accounting judgments., • Detail-Oriented: Consistently maintains accuracy and precision., • Dependable: Reliable, accountable, and committed to follow-through., • Creative & Analytical: Thinks outside the box to solve problems efficiently., • Strategic: Understands how financial data impacts business operations., • Tenacious & Resourceful: Finds solutions and completes tasks despite challenges., • Results-Driven: Exhibits a strong “get-the-job-done” mindset. Benefits • Health & dental insurance, • Company-sponsored retirement plan with profit sharing (depending on company performance), • Paid time off, holidays, and sick leave, • Professional development opportunities, • Supportive, collaborative team environment

Job Description Robert Half is in search for a Trust Accountant for a law firm in Walnut Creek. Responsibilities: • Ensure compliance with state trust accounting guidelines and internal procedures., • Manage trust account activity, including deposits, settlements, refunds, and fund transfers to operating accounts., • Record all transactions in Aderant at the matter level and complete timely bank reconciliations., • Monitor and research outstanding checks and prepare trust balance reports and other analyses as requested., • Collaborate with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to ensure accuracy and efficiency., • Support process improvements by recommending and implementing new accounting controls., • Prepare and file annual 1099 forms and assist with trust-related projects, including aging analysis and other initiatives assigned by leadership., • Accounting degree or equivalent experience required, with strong technical proficiency across multiple accounting functions., • Detail-oriented and accurate in processing high volumes of transactions., • Skilled in communicating effectively with attorneys, clients, and staff across offices., • Experienced with ERP systems and Microsoft Office Suite., • Able to manage multiple priorities, adapt quickly to changing demands, and work independently with minimal supervision., • Strong verbal communication and organizational skills.

Job Description We are looking for an experienced Sr. Public Tax Accountant to join our team on a contract basis in Lafayette, California for tax season. In this role, you will handle a variety of tax and accounting responsibilities, including preparing tax returns for High-Net-Worth individuals, businesses, and trusts, as well as managing year-end financial reporting. This position offers an opportunity to work with cutting-edge tools like Lacerte and QuickBooks while contributing to the success of our services firm. Responsibilities: • Prepare accurate and comprehensive tax returns for individuals, businesses, and trusts., • Conduct general accounting tasks, including write-up work and maintaining financial records., • Utilize Lacerte Tax Software and QuickBooks to manage financial data and ensure compliance., • Generate year-end balance sheets and income statements for reporting purposes., • Perform financial statement preparation, including detailed analysis and reconciliation., • Review and finalize year-end closings to ensure accuracy and completeness., • Maintain organized and up-to-date documentation for all accounting and tax-related activities., • Collaborate with clients to address tax-related inquiries and provide expert guidance., • Proficiency in Lacerte Tax Software with demonstrated experience., • Strong knowledge of QuickBooks Online and QuickBooks Desktop., • Expertise in year-end closings and financial statement preparation., • Solid understanding of accounting principles and practices., • Prior experience preparing tax returns for individuals, businesses, and trusts., • Ability to analyze and reconcile financial data effectively., • Excellent organizational skills and attention to detail., • Strong communication skills for client interaction and collaboration.

Job Description Senior Accountant – Our LHH client in Concord has a temp to hire opening. Join a stable team and organization. You’ll get the stability of a successful, established business and an opportunity to be part of their organizational changes and offer assistance with a ERP upgrade and an investment in staff training early in your tenure. This role is in office daily in Concord, CA. Responsibilities * Lead the month-end and year-end close processes under the direction of the controller * Assist with financial statements and reports * Perform bank and balance sheet reconciliations; manage fixed assets and depreciation * Oversee inventory accounting, including costing and reconciliation * Ensure compliance with internal controls and support audit processes * Develop and document accounting procedures, drive process improvements * Use ERP systems and Excel for data analysis and reporting * Support cash management, accounts payable/receivable with monthly reconciliations, and ad hoc projects as needed Qualifications * Bachelor’s degree in accounting, finance, economics, or business * 3–5 years of relevant accounting experience * Strong knowledge of US GAAP and experience with ERP/accounting systems * Intermediate to advanced proficiency in Microsoft Excel * Excellent analytical, organizational, and communication skills * Detail-oriented, able to meet deadlines in a fast-paced environment Benefits: The client has a full compliment of benefits and perks. While on assignment with LHH you will be eligible for: holiday pay, medical, dental, vision, life insurance, 401K, training via our Aspire Academy tool, service recognition bonus and more. Pay for the role will depend on experience. The range is $90- 110K annually paid in an hourly equivalent while on assignment. Apply today at LHH.com to be considered and you can view our open jobs here too. Pay Details: $45.00 to $52.00 per year Search managed by: Anne OBrien Silveira Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionDescription: We are looking for entry-level public accountants for our Walnut Creek office with 0-2 years of tax and/or audit experience who understand the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You will have opportunities to be mentored by the firm partners and managers. Most importantly, when you work with us, you will have an impact. We offer a hybrid-working model, state of the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. Accounting Today named Navolio & Tallman LLP as one of the “Top 100 Best Accounting Firms to Work for” for multiple years. Work Environment: • Fast-paced and requires a high degree of urgency in completing tasks and assignments, • Rewarding and challenging with varied work activities and exposure to different clients and services, • Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes, • Prepare individual, fiduciary, partnership, not-for-profit, and corporate income tax returns under the direction and constructive feedback of supervisors, • Prepare tax projections to assist clients in minimizing taxes and determining quarterly estimated tax payments, • Research tax and accounting issues and effectively communicate the analysis and conclusion, • Perform audit, review, and compilation procedures and prepare financial statements with a general understanding of the underlying standardsRequirements:, • Bachelor of Science or Master of Science in Accounting or Taxation., • Minimum 3.2 GPA., • Working towards or have already met the 150-semester unit requirement for CPA licensure, either under current or grandfathered standards, as applicable. A CPA license is a plus., • Exhibits flexibility in a fast-paced work environment.

Job DescriptionBenefits: • Life Insurance, • 401(k), • Flexible schedule, • Opportunity for advancement Were a modern, growth-minded financial services and wealth management team helping people grow, protect, and pass down their income. Our mission is simple: empower individuals and families to build a secure financial future and have fun doing it. We value collaboration, mentorship, and a people first approach. If youre passionate about learning, helping others, and starting a meaningful career in finance, this is your opportunity to get in on the ground floor of something special. What Youll Do As an Entry-Level Financial Growth Associate, youll work side-by-side with experienced financial professionals to: • Build lasting relationships and help clients create complete financial plans tailored to their goals., • Guide clients in key areas such as investments, insurance, retirement planning, and mortgage solutions., • Help families make smart, confident financial decisions that allow them to grow, protect, and pass down their wealth., • Collaborate with your team to provide exceptional client experiences., • Receive ongoing mentorship and financial training to help you develop into a licensed professional. Well Help You Get Licensed Well sponsor and fully support your journey to earn your professional credentials, including: • Life & Health Insurance License, • Investment Licenses (SIE, Series 6, and 63, 26, 65 depending on role), • Mortgage Loan Originator License No prior finance experience required we provide the tools, training, and mentorship to help you succeed. What Were Looking For • A positive attitude and strong desire to help others, • Great communication and relationship-building skills, • A team-player mindset and eagerness to grow, • Willingness to study, learn, and become licensed, • Life insurance license preferred (not required) If youre motivated, coachable, and passionate about building a career in financial planning, investments, or wealth management, youll fit right in. Why Join Us • Paid training and licensing support, • Inclusive, growth-oriented culture, • Clear career advancement path into financial advisor or leadership roles, • Flexible scheduling and work-life balance, • Meaningful work that changes lives Ready to Build Your Future? If youre ambitious, people-oriented, and ready to start a career in finance that makes a difference, we want to meet you. Apply today and take your first step toward becoming a trusted financial professional. This is a remote position.

Job DescriptionEntry Level Planning Associate (Remote) Location: RemoteSchedule: Flexible | Full-Time or Part-Time About Our Team We are a dynamic and expanding organization committed to helping families andprofessionals build strong foundations for their future. Our mission is to educate, organize, andempower individuals to make informed decisions about their long-term goals while developing futureleaders within our company. Role Summary As an Entry Level Planning Associate, you’ll receive hands-on training and mentorshipto guide clients through essential planning steps — from identifying goals to building actionablestrategies. This is an excellent opportunity for someone eager to learn, grow, and make a meaningfulimpact in the financial planning and consulting field. Key Responsibilities • Support client intake and data organization for planning sessions• Participate in team-led workshops and virtual consultations• Help clients outline achievable financial and personal goals• Assist leadership in creating and maintaining client records• Follow up with clients to ensure continued progress and satisfaction• Attend ongoing training and professional development sessions What You Can Expect • Comprehensive education and mentorship from experienced professionals• Full guidance toward industry licenses (Life, Investment, or Mortgage tracks)• Career growth opportunities into leadership and management roles• Flexible, remote work environment• Collaborative culture focused on growth and personal development Ideal Candidate • Excellent communication and listening skills• Organized, self-driven, and eager to learn• Positive attitude with a professional and dependable work ethic• No prior experience required — training provided• Must be at least 18 years old and legally authorized to work in the U.S. Perks & Opportunities • Remote flexibility• Professional and leadership development programs• Advancement pathways for motivated individuals

Job Description Searching for Real Estate Agents in Concord, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Concord, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR 2QUiOI3AWs

Job DescriptionBenefits: • Free uniforms, • Opportunity for advancement, • Paid time off, • Parental leave, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in American Canyon, CA and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Bill Warring - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred. Flexible work from home options available.

Job Description Project/Staff AccountantWalnut Creek, CA Project/Staff Accountant We specialize in commercial, multi-family, retail, high-tech, manufacturing and industrial building construction and management. The majority of our work is performed in the eight Bay Area counties. We have an immediate career opportunity for an experienced Project/Staff Accountant. The company is paying competitive salary commensurate with experience, and provides great family medical, dental, vision and 401K plans. General Job Duties ● Coordination and management of accounts payable function ● Prepare and post credit card and FastTrack allocations ● Review and validate vendor statements ● Other related and additional responsibilities as requested by corporate executives Project Job Duties ● Process monthly Owner Billings along with required documentation ● Process approved subcontractor pay applications into accounting system ● Assist with obtaining lien waivers and other documents from subcontractors prior to release of payments ● Review certified payrolls and input data into appropriate systems (DIR, LCP Tracker, etc.) ● Interact with outside customers using outstanding customer service skills and diplomacy ● Issue and track Subcontracts ● Insurance Certificate review Skills & Qualifications ● Associate degree in Accounting with 5 years of similar experience. ● Proficiency with Microsoft Excel and other office applications. ● Strong organizational skills and commitment to meeting deadlines. ● Ability to multi-task and be detail-oriented. ● Effective verbal and written communication skills ● Ability to work in fast-paced environment while maintaining a positive attitude. ● Ability to work on assignments that are sensitive in nature while maintaining confidentiality of Company and Departmental information Requirements Experience level: ● 4 years Education: ● Associate (Required) Experience: ● Accounting: 5 years (Required) ● GAAP: 4 years (Required) License/Certification: ● CPA (Preferred) Benefits Benefits: ● Dental insurance ● Health insurance ● Paid time off ● Vision insurance

Job DescriptionDescription: At Navolio & Tallman LLP, we pride ourselves on creating a collaborative and supportive atmosphere focused on the strengths of each individual to build a well-rounded team. Our hybrid work environment allows for greater flexibility and work-life integration. We are a CPA firm headquartered in the San Francisco Bay Area, with offices in Reno, Nevada and New York City, New York to better assist our clientele with their growing needs. We anticipate 15 to 20 percent growth within the next 5+ years. We are looking for an experienced family office accountant for our San Francisco Bay Area, CA office with 2+ years of experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a wide variety of individuals and their businesses and serve a broad spectrum of high-net-worth and ultra-high-net-worth individuals, their operating entities, and private foundations. You will have opportunities to be mentored by the firm partners and managers. Most importantly, when you work with us, you will have an impact. We offer a hybrid-working model, state of the art equipment, and firm events that help our staff foster personal connections with all their coworkers and promote collaboration in the workplace. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. We have even been named Accounting Today’s “Top 100 Best Accounting Firms to Work for” for multiple years. Work Environment: • Dynamic, stimulating, and exciting with constant interaction, • Fast-paced and requires a high degree of urgency in completing tasks and assignments, • Rewarding and challenging with varied work activities and exposure to different clients and services, • Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes, • Provides opportunities to work with concepts and ideas as well as technical tasks such as investigation, analysis, and problem solving Position Responsibilities: • Contribute to decision making regarding team operational policies and procedures, • Help to define workflows, applying best practices and process efficiencies, • Assist in training of team members on processes and monitoring client deliverables, • Interface directly with clients to deliver an outstanding client experience, • Perform accounting, analytical, & financial reporting duties; ensure client reporting is prepared and completed timely and accurately, • Perform general ledger accounting for clients and their entities, • Prepare month-end bank reconciliations and financial reports, including balance sheets and profit and loss statements, • Perform cash management for clients’ bank accounts, • Process accounts payable for clients and their entities, • 2+ years of accounting experience, • Bachelor’s degree in accounting or related field required, • Fundamental knowledge of general accounting rules and procedures, including experience with financial reporting, • Working knowledge of cash basis vs. GAAP, • Passion for technology and a desire to use technology to improve operations, • Possess strong analytical skills required in reviewing, researching and resolving issues surrounding accounting and financial matters

Job Description We are seeking an experienced and detail-oriented Project Accountant with 3–5 years of experience in managing subcontractor documentation, change orders, insurance compliance, and public works requirements. The ideal candidate will ensure subcontractor agreements, change orders, and compliance reports are accurate, timely, and aligned with legal and regulatory obligations. Key Responsibilities Subcontract Management • Review, draft, and manage subcontracts to ensure compliance with company policies and public works contract terms., • Maintain a detailed subcontract log and ensure all documentation is accurate and current., • Manage subcontract change orders from initiation to approval., • Maintain an organized change order log and collaborate on budget/timeline impacts., • Monitor compliance with public works regulations, including Certified Payroll and prevailing wage requirements., • Maintain and update compliance logs, including DIR reporting and certified payroll records., • Track and verify subcontractor insurance coverage throughout projects., • Review Certificates of Insurance (COIs) for accuracy and contract compliance., • Generate regular reports on subcontractor, change order, certified payroll, DIR, and insurance compliance., • Serve as a liaison between project teams, subcontractors, and government agencies to ensure smooth compliance coordination., • Use tools like LCPtracker and other compliance management systems to track payroll, reporting, and compliance data., • Ensure data accuracy across systems, including wage rates, classifications, and hours worked. Requirements Qualifications Required: • 3–5 years of experience in project coordination or compliance, focusing on subcontracts, change orders, certified payroll, and public works compliance., • Strong attention to detail and documentation accuracy., • Familiarity with subcontract agreements, public works regulations, Certified Payroll, DIR reporting, and compliance management systems., • Proficiency in Microsoft Office (Excel, Word, PowerPoint) and systems like LCPtracker, Procore., • Experience working on public works projects and knowledge of prevailing wage laws., • Familiarity with project management and compliance tracking tools., • Bachelor’s degree in Business Administration, Accounting, or a related field. Strong 401K, Medical, Dental, Vision, PTO, and more.

Job DescriptionBenefits: • License reimbursement, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Training & development Position Overview As a Client Services Associate, youll help clients create clear and actionable financial game plans that align with their personal goals. Youll be trained to educate clients on essential financial concepts from budgeting and protection to saving and long-term planning. This is a great entry-level opportunity for someone who enjoys helping others and wants to grow in a leadership or advisory path. Responsibilities Educate clients on foundational financial concepts such as budgeting, saving, and debt management Assist clients in building personalized financial game plans tailored to their needs Guide families and individuals in setting short- and long-term goals Conduct virtual sessions and follow up with clients to ensure understanding and progress Support senior associates with client strategy meetings and record updates Participate in ongoing professional and leadership development training What We Provide Full training and mentorship no experience required Guidance toward obtaining professional licenses (optional career path) Opportunities for leadership and long-term advancement Flexible remote work environment with a supportive team Professional growth and continuous education programs Qualifications Excellent communication and people skills Organized, coachable, and dependable Passionate about helping others improve their financial awareness Reliable internet connection and ability to work independently Must be 18+ and legally authorized to work in the U.S. Benefits Flexible remote schedule Mentorship and leadership training Career advancement opportunities This is a remote position.

Job Description About Us: Novin Development is a leading affordable and mixed-income housing developer committed to creating quality, sustainable homes across the greater Bay Area. We are passionate about social responsibility, environmental sustainability, and increasing access to affordable housing for diverse income groups. From ground-up development to rehabilitation, our projects are thoughtfully designed to blend aesthetics, functionality, and community integration. We are seeking an experienced and detail-oriented Full Time Certified Payroll Specialist/ Bookkeeper to support our affordable housing construction projects throughout California. At Novin Development, we foster a close-knit team of thoughtful leaders, where all ideas are valued. We approach our work with the agility and energy of a start-up, backed by a strong value system. From the first shovel in the ground to the opening of our projects, our ultimate goal is to provide homes to those in need in the most innovative and efficient way possible. If you have a passion for leadership, a commitment to sustainable housing development, and a focus on client satisfaction, we would love for you to join our award-winning team. Hybrid remote/ Walnut Creek Office & Work From Home Tuesdays and Fridays Position Overview: This role is responsible for the construction bookkeeping and preparing and submitting certified payroll reports in full compliance with California Prevailing Wage, Department of Industrial Relations (DIR), and applicable federal requirements such as the Davis-Bacon Act. The ideal candidate will ensure our organization remains compliant while delivering timely and accurate reporting across multiple affordable housing developments funded by public agencies. This is a key compliance position in a mission-driven company committed to providing quality housing solutions to underserved communities. This role will have dual reporting to HR and Finance. Key Responsibilities: Certified Payroll • Prepare, review, and submit weekly certified payroll reports through the California DIR eCPR system for affordable housing construction projects., • Ensure compliance with California Prevailing Wage laws, Davis-Bacon Act, HUD, and other local, state, and federal wage determinations., • Track and maintain detailed records of worker classifications, wage rates, hours worked, fringe benefits, and apprenticeship ratios., • Collaborate with HR, project managers, subcontractors, and the accounting team to ensure accuracy in labor reporting and time tracking., • Conduct onboarding and compliance orientation for subcontractors and field teams regarding prevailing wage requirements., • Maintain organized and audit-ready certified payroll documentation for all affordable housing developments under contract., • Respond to requests from government agencies, auditors, general contractors, and funding partners regarding payroll documentation., • Stay current on changes in labor compliance laws relevant to affordable housing and public works construction., • You will be responsible for preparing regular financial reports (weekly, monthly and yearly), • Track expenses, budget, taxes, cash flow, receipts and other financial dealings of company, • Obtain primary financial data for accounting records, • Monitor accounts payable and receivable, • Reconcile checking accounts and credit card statements, • Do customer invoicing, • Compute and record numerical data, • Check the accuracy of business transactions, • Perform data entry and administrative duties What you need to Succeed: Required: • B.S. / B.A. in Accounting or related field; related job experience preferred, • Minimum of 3 years’ experience in certified payroll for California affordable housing or public works construction, • In-depth knowledge of California DIR, LCP Tracker, and ADP Payroll, • Familiarity with HUD funding sources, Davis-Bacon wage determinations, and related labor compliance guidelines, • Strong attention to detail and ability to interpret wage determinations and contract documents, • Excellent communication skills and ability to work collaboratively with diverse teams and subcontractors, • Experience with union payroll and/or apprenticeships under state-approved programs, • Understanding of tax credit programs such as LIHTC (Low-Income Housing Tax Credit) and associated compliance implications, • Ability to travel to project sites and across counties as needed., • Frequent desk-based computer tasks, sitting or standing at ergonomic desks., • Occasional standing, walking, lifting/carrying objects up to 15 pounds., • Paid Time Off: 40 hours of sick leave, • 80 Hours of Vacation, • 12 Paid Holidays, • Medical, Dental and Vision, • 401(k) Plan, • Discretionary Bonus This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this job description is intended to be an accurate reflection of the current job management reserves the right to revise the job or to require that other or different tasks are performed when circumstances change. Equal Opportunity Employer: Novin Development is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applicants from all backgrounds to apply, including those with disabilities, veterans, and individuals from underrepresented communities.

Job Description Our East Bay government client is seeking an interim Senior Accountant for a 3-6 month engagement. This position offers an exciting opportunity for a skilled accounting expert to contribute to critical financial operations and support ongoing initiatives. The ideal candidate will bring expertise in reconciliation processes, general ledger management, and system implementations while working collaboratively with a dedicated team. This role requires onsite work 5 days a week with the possibility of one remote day every two weeks. Hourly rate is expected to be $60-$65/hr. DOE. Responsibilities: • Perform detailed account reconciliations to ensure accuracy and compliance with financial standards, • Manage and maintain the general ledger, ensuring all entries are properly recorded and categorized, • Prepare and review journal entries to support month-end and year-end closing activities, • Conduct bank reconciliations to ensure alignment between internal records and external statements, • Collaborate on the implementation and finalization of a new utility billing platform, ensuring smooth transition and operational readiness, • Support audit preparation and submission processes by providing accurate and timely financial data, • Analyze financial records to identify discrepancies and recommend corrective actions, • Assist in training and documentation related to new system implementations and updates, • Work closely with other accounting staff, clerks, and management to streamline and improve financial processes, • Ensure compliance with organizational policies and procedures, including fingerprint clearance requirements, • Proven experience as a Senior Accountant or similar financial role, • Strong knowledge of general ledger management and journal entry preparation, • Expertise in account and bank reconciliation processes, • Familiarity with system implementation and configuration, particularly in utility billing platforms, • Proficiency in Tyler Munis or similar accounting systems is a plus, • Excellent analytical and problem-solving skills, • Ability to work well in a team-oriented environment and communicate effectively, • Must pass fingerprinting and background checks as required

Job Description Senior Accountant Location: Concord, CA (100% On-Site) Industry: Construction Materials Wholesaler / Supplier Salary: $80,000 – $120,000 (DOE) Overview We are seeking a hands-on Senior Accountant to support the day-to-day accounting operations of a busy construction materials wholesaler and supplier. This position will play a key role in financial reporting, reconciliations, and project-based accounting. The ideal candidate is detail-oriented, organized, and experienced in managing accounting functions in a fast-paced, transaction-heavy environment. Key Responsibilities * Manage full-cycle accounting, including A/P, A/R, general ledger, and bank reconciliations. * Prepare monthly financial statements, journal entries, and supporting schedules. * Oversee job costing and project accounting, ensuring accurate allocation of materials and labor. * Support budgeting and cash flow analysis in coordination with management. * Maintain and reconcile balance sheet and P&L accounts. * Assist with month-end and year-end close processes. * Collaborate with operations, sales, and credit departments to ensure accuracy in billing and expense tracking. * Provide financial data and documentation for audits and tax filings. * Identify process improvements to streamline accounting and reporting functions. Qualifications * Bachelor's degree in Accounting, Finance, or related field (CPA or CPA-track preferred). * 5+ years of progressive accounting experience, ideally in construction, distribution, or manufacturing. * Strong understanding of job costing, inventory accounting, and revenue recognition. * Proficiency with accounting/ERP software (Agility and PMSI experience a plus). * Advanced Excel skills and solid analytical abilities. * Excellent communication, organization, and problem-solving skills. * Ability to work independently in a fully on-site environment.

Job Description We are looking for an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions. Responsibilities: • Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans., • Build and maintain financial models for channel mix, promotions, and margin optimization., • Support operations by monitoring margin contributions and cost factors., • Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs., • Perform variance analysis and highlight trends., • Recommend ways to optimize marketing spend and supply chain efficiency., • Conduct ad hoc analyses., • Collaborate with Sales and Marketing on forecasts, promotions, and ROI., • Partner with Operations on inventory, cost of goods, and logistics planning., • Translate financial results into actionable insights for leadership., • Improve FP& A processes, tools, and systems for scalability., • Ensure data accuracy across ERP, Power BI, and planning platforms., • Recommend best practices for margin analysis and forecasting., • Promote financial transparency and cross-functional alignment., • Bachelor’s degree in Finance, Accounting, Economics, or related field., • 5+ years of progressive FP& A or corporate finance experience, • Strong skills in financial modeling, forecasting, and analysis., • Advanced Excel proficiency; experience with ERP and BI tools preferred., • Excellent communication and presentation skills; able to simplify financial concepts for non-financial teams., • Background in high-growth, entrepreneurial environments preferred., • Ability to combine strategic thinking with hands-on execution., • Strong business acumen, curiosity, and proactive problem-solving mindset.

Job Description Essential Duties: • Set up new projects in Spectrum, HeavyJobs, and Nice Touch., • Set up estimated cost by phase, Accounts Receivable by line item, and subcontractor payables in Spectrum., • Ensure accuracy and completeness of Extra Work billings in Nice Touch and ICAS., • Review all project specific subcontracts and PO’s for accuracy., • Understand Preliminary Lien and Release procedures., • Produce monthly Customer Billings., • Track and provide Project Manager with pending Change Order issues., • Compare subcontractor invoices against Pay Estimate, input and route subcontractor payment to Project Engineer and Project Manager for payment approval., • Review and forward Subcontractor Extra Work/Time & Material invoices., • Aggressively pursue past due Accounts Receivable on projects., • Provide monthly reports to Project Managers including job cost, Accounts Receivable, Accounts Payable, and profit/loss analysis., • Provide project compliance forms as needed (i.e.: monthly DBE forms, releases certified payroll, etc.). Requirements Work Experience: Minimum 3 years of Construction Administration experience including Accounts Receivables and project-based billings. Proficiency: • Microsoft Word, • Microsoft Excel, • Microsoft Outlook, • 10 Key Touch, • Must have strong verbal and written communication skills, • Spectrum (Desired), • Heavy Jobs (Desired) Education: BA degree in Accounting or Business Administration (desired) Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays)

Job Description Company Name: Next Level Strategies Job Type: Part Time OR Full Time Compensation: $50-$65hr DOE and Location Schedule: M-F Location: Primarily Remote with potential for on-site if needed (Bay Area, CA if onsite is needed) About the Position: Join our team as a Payroll Specialist and manage diverse tasks for a variety of clients with the support of a knowledgeable team—bring your expertise to make a big impact! Work Type: Part Time or Full Time, Monday-Friday. Flexible schedule between the hours of 8:00 am to 5:00 pm PST daily, morning availability is required. Compensation: $50-$65hr Non-Exempt Benefits: Health, Dental, Vision, 401k, Vacation, Sick Pay Are you a detail-oriented professional with a passion for numbers and a knack for keeping things running smoothly? We’re looking for an experienced Payroll Specialist to join our team and ensure accurate, timely payroll for our clients. In this role, you will bring your expertise across multiple payroll platforms and your ability to manage employee timekeeping records with precision. Advanced proficiency in Excel is essential, as you’ll rely on it for data reconciliation, reporting, and processing. Professionalism is a must, as you will serve as a trusted resource for our client workforce, handling sensitive information with care and accuracy. If you thrive on precision, consistency within a defined process, and creating seamless payroll experiences, we want to hear from you! To be successful in this role, here is a little about you… • A keen eye for detail and organization is one of your many superpowers, • Experience working in a Payroll position minimum 5 years, • Preferred background in providing payroll solutions for multiple companies, • Ability to prioritize workload, • You are a phenomenal communicator; Overcommunication? No.Such.Thing! Both verbal and written communication are your jam, • Benefit and 401k Reporting, • Ownership of client deliverables, • Comfortable with California wage and hour compliance, • You move with intention, take a proactive approach and are hyper aware of your responsibility to client commitments, • Demonstrate a strong commitment to excellence, understanding the importance of accurate and timely payrolls, • You’re familiar with an array of software platforms such as, Paychex, Paylocity, Gusto, Rippling *emphasis on Rippling and Paylocity experience. Additional software such as Slack, Asana, Google Suite, MS Office, Ease (Mineral) are also helpful. A typical day at NLS can look like, responding to workforce questions, interacting with 401k and benefit providers and independent focus time to complete payroll deadlines. Who We Are: Next Level Strategies was founded in 2003 to provide tactical and strategic support for all areas of Human Resources Management, recruiting and payroll, by the project or as a totally outsourced function. We have consultants in the San Francisco Bay Area; Austin, Texas; and New York City, New York, to support our clients. We coach our clients through all facets of employment – from recruiting a key employee, to managing conflict in the workplace, writing an employee manual, delivering annual harassment prevention training, eliciting top performance from all employees, and guiding companies through terminations and layoffs. We are an equal opportunity employer and welcome diversity in the workplace. Powered by JazzHR HW1MbraLHR

Job DescriptionBenefits: • 401(k), • Flexible schedule, • Opportunity for advancement, • Training & development, • Careers Advancement Opportunities, • Flexible Scheduling, • Competitive Compensation Responsibilities • Gather information to understand each clients overall financial situation and needs and create individualized financial plans, • Make recommendations around a variety of financial products and services, • Network and develop relationships to create a strong client base, • Seek out opportunities to make presentations, provide education, and sell services, • Maintain up-to-date knowledge of the market and industry trendsQualifications, • Life insurance license or Securities license preferred, but not required Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years., • Prior Experience: Rachel had a career in financial services at previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor., • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.Austin Nichols Wealth Management Advisor:, • Time with NM: 8 years., • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning., • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.Michelle Peterson Financial Advisor:, • Time with NM: 2.5 years., • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother., • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.Alex Icaza Financial Advisor:, • Time with NM: 3 years., • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service., • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.Matt Langseth - Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual., • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Job DescriptionAbout the RoleWe are looking for friendly, motivated individuals who enjoy helping people and providing greatcustomer service. This is an entry-level consultant role with full training provided. You’ll learn how toguide families through simple financial concepts, budgeting basics, and protection planning. Noexperience is required — we provide all the education and support needed to succeed. Training & Licensing ProvidedWe help team members earn the following licenses:• Life Insurance License• Investment Licenses: Series 6, 63, 26, 65• Mortgage License What You’ll Do• Talk with clients to understand goals and provide basic financial guidance• Help families review and update their financial game plan• Provide simple education on budgeting and planning for the future• Maintain strong customer service and follow-up• Attend trainings and complete required certifications• Build relationships through phone, Zoom, or in-person meetings What We’re Looking For• Friendly, positive attitude• Good communication and people skills• Reliable and organized• Coachable and open to learning• Interest in helping families improve their finances What We Offer• Full training and licensing support• Flexible schedule (set your own hours)• Remote work • Opportunities for growth and leadership• Supportive team environment

Job DescriptionDescription: -Process payroll for direct care staff, administrative personnel, and other facility employees using Paylocity -Track and reconcile timecards, shift differentials, overtime, and on-call hours -Maintain accurate employee records including new hires, terminations, and changes in pay rates or schedules -Ensure compliance with California labor laws, wage orders, and Department of Social Services (DSS) regulations -Collaborate with HR to ensure proper documentation for paid time off, sick leave, and leave of absence -Prepare payroll reports for management and assist with audits or inspections -Respond to employee inquiries regarding pay, deductions, and benefits -Support year-end reporting including W-2 and other tax documentation Requirements: -High school diploma or equivalent required; Associate’s or bachelor’s degree in accounting, Business, or related field preferred -2+ years of payroll experience, ideally in a healthcare or residential care setting -Familiarity with California wage and hour laws, including overtime and split-shift rules -Experience with payroll systems such as ADP, Paychex, or similar -Strong attention to detail and confidentiality -Excellent communication and organizational skills -Bilingual (English/Spanish or other languages) is a plus

Job Description Kyo is a leading provider of therapy for individuals with autism. Our core service is Applied Behavior Analysis (ABA) therapy, a clinically proven form of therapy for autism. We serve thousands of families across eleven states and are growing rapidly to meet the need for services. Each day, our team seeks to make every moment count for our clients and for each other. Kyo's innovative and effective Administrative team works together to ensure the best possible experience for Kyo's current and future clients and teammates. We are seeking a part time (25 hrs/week) or full-time (40 hrs/week) Billing and Insurance AR Specialist to join our Revenue team. Please note, this position is in office Monday-Friday. Pay range: $20-$22 DOE RESPONSIBILITIES MAY INCLUDE, BUT ARE NOT LIMITED TO: • Complete commercial and medical billing in an accurate and timely manner, • Contact insurance companies regarding denied claims, • Send appeals to insurance companies with appropriate documentation, • Contact insurance companies and patients with questions related to billing, contracting and credentialing, • Associate's degree required; Bachelor's degree preferred or equivalent combination of education and experience, • 2+ years of experience in medical billing, credentialing or related field, • Understanding of finance fundamentals, • Demonstrated proficiency with productivity software (Microsoft Office or GSuite), • Ability to work independently and as part of a team, • Experience with HIPAA and compliance-sensitive environments, • Ability to sit and use a computer for extended periods, • Manual dexterity for computer use and documentation, • Ability to see and read documents in English, including handbooks, training materials, and procedure guidesWhy Join Kyo?, • Competitive compensation and opportunities for professional growth, • Paid vacation and holidays, • 401(k) retirement plan, • Comprehensive medical, dental, vision, and life insurance, • Cell phone stipend, • Employee Assistance Program (EAP), • Supportive, collaborative team culture, • A mission-driven organization dedicated to improving lives To learn more about Kyo and the amazing work we do, please visit our website:

Job Description Accounts Receivable – Credit & Collections Immediate Opening in Concord, CA. You will research, resolve, and communicate accounts receivable issues related to customer accounts, including contacting customers to discuss balances, processing payments, researching credits/debits, and managing overdue accounts and collections. Responsible for running aging reports, reconciling accounts, and maintaining accurate records. Must be able to prioritize daily and monthly tasks, respond quickly to client requests, and maintain a high level of customer service. This role is in office daily and candidates should be local and able to commute daily. LHH Recruitment Solutions is working on behalf of our local client to identify top talent for this exciting opportunity. Key Duties & Responsibilities * Credit Management * Establish and review credit lines for new and existing customers in coordination with sales teams. * Conduct credit checks using tools such as Dun & Bradstreet, Experian, or similar platforms. * Periodically review credit for existing accounts and recommend adjustments as needed. * Collections * Manage the full-cycle collections process, including issuing invoices, monitoring aging reports, and prioritizing collection efforts based on account status. * Initiate and follow up on collection activities via calls, emails, and written correspondence. * Negotiate payment plans, handle disputes, and escalate accounts to third-party collections or legal action when necessary. * Maintain accurate records of collection activities and outcomes. * Accounts Receivable Operations * Accurately enter and maintain customer and transaction data in accounting systems (e.g., SAP, Oracle, QuickBooks). * Process and post customer payments (cash, check, ACH, credit card). * Reconcile accounts, research discrepancies, and resolve payment issues. * Prepare and analyze aging reports, recommend corrective actions, and support month-end close processes. * Customer Service & Communication * Respond promptly to customer inquiries regarding account status, invoices, and payment terms. * Provide documentation (invoices, statements, proof of delivery) as requested. * Build and maintain positive relationships with customers and internal teams (sales, operations, customer service). Required Experience & Skills * 4+ years of experience in Accounts Receivable, with a emphasis on commercial credit and collections. * Proficiency with accounting software (SAP, Oracle, QuickBooks, Excel). * Strong analytical, organizational, and communication skills. * Experience with credit risk evaluation and collections in high-volume or complex environments. * Experience with liens and lien waivers is a plus! * Customer service orientation and problem-solving mindset. Benefits and Compensation: Our client offers medical, dental, vision, 401K, vacation time, sick pay, employee assistance program (EAP), opportunity to purchase company stock and a potential bonus. Pay for the role will be based on your experience and the range is $80-$95K annually. Next steps: Our client is ready to add this critical role to the team. Apply today at LHH.com. Pay Details: $80,000.00 to $95,000.00 per year Search managed by: Anne OBrien Silveira Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job DescriptionWe are looking for a detail-oriented Payroll Specialist to join our team on a contract basis in Concord, California. In this role, you will handle certified payroll processes, ensuring compliance with regulations and maintaining the highest degree of accuracy. This position offers an opportunity to contribute to the efficient management of payroll operations within the service industry. Responsibilities: • Manage certified payroll processes with precision and compliance to meet government requirements., • Utilize Points North and other payroll applications to process and verify payroll data., • Handle payroll for over 500 employees, ensuring timely and accurate payment., • Maintain alliance relationships and collaborate effectively with internal and external stakeholders., • Address and resolve payroll discrepancies, ensuring all data is organized and error-free., • Upload payroll data to relevant platforms, ensuring proper documentation and record-keeping., • Process prevailing wage calculations and ensure adherence to applicable labor laws., • Support payroll cleanup efforts, identifying and eliminating duplicated records., • Contribute to the improvement and streamlining of payroll operations to enhance efficiency., • Provide expertise in full-cycle payroll using ADP Workforce Now and other systems.• Proven experience in full-cycle payroll management, particularly certified payroll., • Proficiency in ADP Workforce Now and other payroll systems., • Strong understanding of payroll processes for large organizations with over 500 employees., • Knowledge of prevailing wage calculations and compliance requirements., • Excellent organizational skills and attention to detail when managing large volumes of data., • Ability to work independently and collaboratively in a fast-paced environment., • Strong communication skills to liaise with various stakeholders., • Familiarity with Points North or similar payroll applications is preferred.